Follow this process to easily generate orders for products in your robot. First ensure all of your robot stock is grouped together in a category and then you can Generate an order for this category. Although Minfos doesn't use your robot SOH to generate orders, by default the auto synch End of Day process will assist with ensuring the two SOH values stay in sync. You can also include uncollected scripts (which still counts as SOH in Minfos but your robot has removed from SOH) in your order.

This article covers:

  • Step 1: Create a Category to allocate your Robot stock to. 
    • This step will only need to be completed once in your pharmacy
  • Step 2: Export your Robotic Drugs Database and Import as an Order
    • This step should only need to be completed once
  • Step 3: Use Product Quick Fix to allocate your Robot stock to your Robot category 
    • This step is an ongoing process, anytime your pharmacy adds a new item to your robot, you will need to allocate it to the robot category. Refer to the Minfos Tip to learn how to allocate your Robot stock individually via the stock card
Note: For this article Location has been used as the Category type however you can choose the category you would like to use.

Step 1: Create a Robot Category:

Tip: This category can be used to easily stocktake your Robot, refer to Stocktake your Robot to learn more.

From Stock Manager:

1. Click the Category Maintenance icon or click the Maintenance menu and select 1. Categories.

The Category Maintenance window is displayed.

2. Click the Category Type dropdown and select the required category:

  • Brand
  • Class
  • Department
  • IEU
  • Location

3. Click Add.

The Location Entry window is displayed.

4. Enter the required Code, e.g. 1. The Location Entry window is pre-populated with the next sequential number available. The Code can be any number not already in use.

5. Enter the Name of your Location e.g. Robot Stock.6. Click OK to add the location.

The Category Maintenance window is re-displayed with your new location.7. Click Cancel to return to Stock Manager.

Step 2: Export your Robotic Drugs List and Import as an Order

From Dispense Pro:

1. Click the Dispense menu and select 9. Robotic Drugs Database.

The Robotic Drugs List Maintenance window is displayed.

2. Check that your robot is connected. You cannot export your robotic drugs if your robot is not connected as your robotic drugs list contains real time stock on hand information provided from your robot.

3. Click Export.

The Save As window is displayed.

4. Save the file. Your robot drug and stock on hand information is exported to a tab delimited .txt file.

5. Navigate to Excel, and Open the saved .txt file.

6. Manipulate the data in Excel so you have a spreadsheet that matches the example below and save as a .csv file.

Example spreadsheet:

A screenshot of a table AI-generated content may be incorrect.

7. Navigate to Order Maintenance and click Import.

The Import Order window is displayed.

8. Navigate to the saved csv file and enter a Supplier (this order will not be sent, enter your preferred wholesaler). 

A screenshot of a computer AI-generated content may be incorrect.

9. Click OK.

The Order/s will import.

10. Move to Step 3 and repeat for all orders that imported.

Step 3: Use Product Quick Fix to allocate products to the Robot Stock Category

Tip: Quick Fix all Dispensary invoices as on ongoing task, to ensure all stock is allocated to the Robot Stock Location

From Order Maintenance:

1. Highlight the required order and click Product Quick Fix. 

The Product Quick Fix window is displayed.

2. Using standard windows shortcuts [Ctrl + A] for all products,  [Shift] and/or [Ctrl] highlight the products that need to be fixed to the Robot Stock location.3. Click Fix.

The Quick Fix Selection window is displayed.

4. Check the Location checkbox and enter the location name (Robot Stock) or code (1) in the enabled field.5. Click OK.

The Product Quick Fix window is refreshed and re-displayed and the highlight products location has been updated.

  • The Product Quick Fix window has a scroll bar, so you could select all required products at once, then click Fix
  • You may want to only do this screen by screen to ensure you capture all products

6. Click Cancel to close Product Quick Fix.

Tip: 
You can update a products location (or other category) from Product Maintenance or any window in Minfos where you can click Stock Card.

Next step: Refer to Robot Ordering Process to learn how to generate and review orders for your Robot.